The total return over the past 12 months is +6.18% vs. +17.32% for the S&P 500. So far it's up +1.59% this year. Includes price appreciation + reinvested dividends.
| Category | 1Y (TTM) | 3Y | 5Y | 10Y | 15Y | 20Y |
|---|---|---|---|---|---|---|
| Price CAGR | +2.69% | +11.94% | +12.05% | +13.18% | +13.47% | +11.08% |
| Total Return CAGR | +6.18% | +12.88% | +12.85% | +13.47% | +13.66% | +11.22% |
| Revenue CAGR | +1.11% | +5.84% | +8.57% | +5.70% | +6.91% | +7.72% |
| Net Income CAGR | (10.41%) | (6.34%) | +9.51% | +11.45% | +13.50% | +10.71% |
| EPS CAGR | (24.79%) | (5.97%) | +11.79% | +12.25% | +12.53% | +11.23% |
| Free Cash Flow CAGR | +97.86% | (3.00%) | (4.29%) | +3.14% | +4.81% | +5.77% |
| Operating Cash Flow CAGR | +47.12% | +5.20% | +1.48% | +3.26% | +6.34% | +7.64% |
| Dividends CAGR | N/A | N/A | N/A | N/A | N/A | N/A |
Visualize historical growth rates over rolling horizons. Use the dropdown to select different metric vectors.
Berkshire Hathaway Inc. (BRK.A)
| Year | Start Value | End Value | BRK.A Return | SPY Return | Outperformance |
|---|---|---|---|---|---|
| 2026(YTD) | 2427.01 | 2465.64 | +1.59% | +8.95% | (7.36%) |
| 2025 | 2189.45 | 2427.01 | +10.85% | +17.72% | (6.87%) |
| 2024 | 1744.78 | 2189.45 | +25.49% | +24.89% | +0.60% |
| 2023 | 1507.11 | 1744.78 | +15.77% | +26.19% | (10.42%) |
| 2022 | 1449.07 | 1507.11 | +4.00% | (18.17%) | +22.17% |
| 2021 | 1118.38 | 1449.07 | +29.57% | +28.74% | +0.83% |
| 2020 | 1091.93 | 1118.38 | +2.42% | +18.37% | (15.95%) |
| 2019 | 983.92 | 1091.93 | +10.98% | +31.22% | (20.24%) |
| 2018 | 956.91 | 983.92 | +2.82% | (4.56%) | +7.38% |
| 2017 | 784.95 | 956.91 | +21.91% | +21.70% | +0.21% |
